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位置:博客 > Doug Young > 文章归档 > 2016年11月
2016年11月30日 09:35

M&A: China-US Deals Stall as Trump Presidency Nears

M&A: China-US Deals Stall as Trump Presidency Nears

Bottom line: A Chinese bid for the Chicago Stock Exchange could get vetoed on concerns about exposure to the US financial system, while a similar bid for chip maker Lattice could get approved due to its relatively small size.

Lattice buyer has Beijing backing
Two cross-border deals involving China M&A in the US appear to be stalling, even before the protectionist-minded Don...

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2016年11月29日 09:32

IPOs: Meitu Aims High With Price Range, Attracts Low-Brow Investors

IPOs: Meitu Aims High With Price Range, Attracts Low-Brow Investors

Bottom line: Meitu's shares are likely to price and debut weakly due to skepticism about its profit potential from big western investors, but could perform better over the longer term if the beauty app can monetize its large user base.

Meitu sets IPO price range

What's likely to be Hong Kong's biggest high-tech IPO in nearly a decade is creeping ahead, with word that beaut...

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2016年11月28日 09:38

INTERNET: NetEase Outgames Tencent, Porks Up

INTERNET: NetEase Outgames Tencent, Porks Up

Bottom line: NetEase's finish at the top of a global ranking for mobile game downloads attests to its rising status in the sector, while the pork business of its founder Ding Lei also appears to be gaining traction after years of effort. 

NetEase mobile games top Tencent in October

Perennial runner-up NetEase (Nasdaq: NTES) has suddenly vaulted into the champion's spot on ...

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2016年11月25日 09:33

CONSUMER: Embattled Gree Goes Goodwill Hunting with Big Raises

CONSUMER: Embattled Gree Goes Goodwill Hunting with Big Raises

Bottom line: Gree's new largess to employees with an across-the-board raise is an attempt to win back public good will, following setbacks for chief executive Dong Mingzhu in her attempt to defy shareholder wishes. 

Gree's Dong Mingzhu offers Christmas largess

I don't usually write about Gree (Shenzhen: 000651), but an unusual storm of controversy around the home appliance...

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2016年11月24日 09:34

TRAVEL: Ctrip Flies Abroad With Skyscanner, As Profits Wobble

TRAVEL: Ctrip Flies Abroad With Skyscanner, As Profits Wobble

Bottom line: Ctrip's latest results and its first major overseas purchase point to a company with the wind at its back as it heads into a new phase, which could see it become China's first globally competitive Internet company.

Ctrip buys Skyscanner

High-flying online travel agent Ctrip (Nasdaq: CTRP) is taking its first major flight overseas, with announcement that it has...

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2016年11月23日 09:30

IPOs: Meitu Marches Towards HK Listing, Draws Value Skeptics

IPOs: Meitu Marches Towards HK Listing, Draws Value Skeptics

Bottom line: Meituan should be able to eventually monetize the vast audience for its selfie app, but may have to settle for a valuation below the $5 billion it wants for its IPO due to shorter-term investor skepticism. 

Meitu banks on beauty for $750 mln IPO

Plans for a Hong Kong listing by selfie app Meitu are steaming ahead, but are also drawing some differing opinion...

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2016年11月22日 09:44

INTERNET: Weibo Rocks without Alibaba, Break-Up Ahead?

INTERNET: Weibo Rocks without Alibaba, Break-Up Ahead?

Bottom line: Weibo's lessening dependence on Alibaba is making an acquisition of the former by the latter look less likely, and raises the possibility that Weibo could instead make a play for its parent, Sina.

Weibo weans self from Alibaba

I've been predicting for a while that e-commerce leader Alibaba (NYSE: BABA) would soon make a bid for Weibo (WB), often called the Twi...

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2016年11月21日 09:32

Apple Weighing iPhone Move Back to US?

Apple Weighing iPhone Move Back to US?

Bottom line: Apple's reported decision to study moving some iPhone production to the US could have been a form of contingency planning, but is unlikely to happen unless a major trade war breaks out between the US and China.

Apple reportedly eyes US iPhone production

The headlines have been buzzing these past few days over reports that global tech giant Apple (Nasdaq: AAPL)...

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2016年11月18日 12:00

CHINA VIEW: Dinosaurs Haunt Halls of China Post

CHINA VIEW: Dinosaurs Haunt Halls of China Post
China Post set for extinction?

The rapid demise of post offices worldwide certainly isn't limited to China, and is just one of the many global trends being fueled by the Internet. But in China the trend seems particularly poignant, thanks to the country's penchant for bloated bureaucracy and lifetime employment for government workers.

I'm one of the few people below the age...

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2016年11月16日 09:13

BUYOUTS: With Buyout in Ruins, Alibaba Dumps Momo Shares

BUYOUTS: With Buyout in Ruins, Alibaba Dumps Momo Shares

Updates with details of Alibaba's latest holdings, and statement from Alibaba.

Bottom line: Alibaba's sale of Momo shares is probably part of a slow-motion divorce, as Momo's founder aims to continue forward as a standalone listed company following the termination of its buyout bid earlier this year.

Alibaba sells Momo shares

The story of the failed courtship between lea...

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2016年11月14日 09:40

Xiaomi Stays at Low-End, Tencent Reaches Adulthood

Xiaomi Stays at Low-End, Tencent Reaches Adulthood

Bottom line: Xiaomi's Singles Day sales show it's still dependent on low-end models for its smartphone business, while Tencent shares could be set for a pause as it celebrates adulthood with its 18th birthday.

Tencent turns 18

After a couple weeks' hiatus, I'm returning to the blogosphere with one item from last week's Singles Day shopping extravaganza, and another from on...

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